JFS Wealth Advisors
BKV icon

JFS Wealth Advisors’s BKV Corp BKV Stock Holding History

JFS Wealth Advisors’s Portfolio BKV Stock Details BKV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$214 Hold
10
– – ﹤0.01% 2081
2026
Q2 		$274 Buy
+10
New +$275 ﹤0.01% 2083

Other funds holding BKV

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
HITE Hedge Asset Management
HITE Hedge Asset Management Braintree, Massachusetts $1.82B AUM 7.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Covalis Capital
Covalis Capital London, United Kingdom $1.24B AUM 2.82% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

JFS Wealth Advisors's BKV Position: Q3 2026 in Review

JFS Wealth Advisors held its BKV Corp (BKV) position steady in Q3 2026 at 10 shares worth $214. The position accounts for ﹤0.01% of the portfolio, ranked #2081.

JFS Wealth Advisors first reported a position in BKV in Q2 2026 and has held it in 2 quarters since. The position peaked at $274 in Q2 2026. 107 funds tracked by Wall St. Rank hold BKV as of Q3 2026.

  • JFS Wealth Advisors held 10 shares of BKV Corp worth $214 as of Q3 2026.
  • JFS Wealth Advisors left its BKV Corp share count unchanged in Q3 2026.
  • BKV Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #2081 holding.
  • JFS Wealth Advisors first reported a position in BKV Corp in Q2 2026 and has held it in 2 quarters since.
  • JFS Wealth Advisors's BKV Corp position peaked at $274 in Q2 2026.
  • 107 funds tracked by Wall St. Rank held BKV Corp as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.